OPRX · OptimizeRx Corp
$6.37
+0.03 (+0.47%)
At close · Jul 29
View the 10-Q filed May 13, 2026
Customer concentration
— top 5 customers 47% of revenue
5 customers — 47% of revenue (the year ended December 31, 2025)
“Our top five customers represented approximately 47% and 49% of our revenue for the years ended December 31, 2025 and 2024, respectively.”
3 customers — 10% of revenue (2025)
“In 2025 and 2024, we had three customers and two customers, respectively, that represented more than 10% of our revenues.”
5 customers — 49% of revenue (the year ended December 31, 2024)
“Our top five customers represented approximately 47% and 49% of our revenue for the years ended December 31, 2025 and 2024, respectively.”
2 customers — 10% of revenue (2024)
“In 2025 and 2024, we had three customers and two customers, respectively, that represented more than 10% of our revenues.”
Market Cap
$118.97M
Shares
18.77M
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding OPRX
136 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 494,252 | $3,103,903 | 0.00% | Long | 2026-03-31 | |
| Royce Small-Cap Opportunity Fund | — | 457,111 | $2,870,657 | 0.26% | Long | 2026-03-31 | |
| iShares Russell 2000 ETF | — | 396,795 | $2,491,873 | 0.00% | Long | 2026-03-31 | |
| Jacob Internet Fund | — | 309,102 | $1,604,239 | 3.61% | Long | 2026-05-31 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 177,060 | $1,111,937 | 0.00% | Long | 2026-03-31 | |
| Invenomic Fund | — | 167,233 | $1,041,862 | 0.11% | Long | 2026-04-30 | |
| Fidelity Small Cap Index Fund | — | 157,586 | $981,761 | 0.00% | Long | 2026-04-30 | |
| iShares Russell 2000 Growth ETF | — | 132,028 | $829,136 | 0.01% | Long | 2026-03-31 | |
| U.S. SMALL CAP VALUE PORTFOLIO | — | 131,811 | $821,183 | 0.00% | Long | 2026-04-30 | |
| Clearwater Select Equity Fund | — | 129,660 | $814,265 | 0.19% | Long | 2026-03-31 | |
| Dimensional US Small Cap Value ETF | — | 99,607 | $620,552 | 0.01% | Long | 2026-04-30 | |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF | — | 95,156 | $597,580 | 0.03% | Long | 2026-03-31 | |
| Fidelity Extended Market Index Fund | — | 100,649 | $522,368 | 0.00% | Long | 2026-05-31 | |
| VANGUARD EXPLORER FUND | — | 78,924 | $491,697 | 0.00% | Long | 2026-04-30 | |
| Jacob Discovery Fund | — | 89,154 | $462,709 | 2.88% | Long | 2026-05-31 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 80,463 | $417,603 | 0.00% | Long | 2026-05-31 | |
| Principal U.S. Small-Cap ETF | — | 62,522 | $392,638 | 0.02% | Long | 2026-03-31 | |
| Dimensional U.S. Small Cap ETF | — | 62,511 | $389,444 | 0.00% | Long | 2026-04-30 | |
| Ultra-Small Company Fund | — | 54,029 | $339,302 | 0.40% | Long | 2026-03-31 | |
| Dimensional U.S. Targeted Value ETF | — | 48,890 | $304,585 | 0.00% | Long | 2026-04-30 | |
| Jacob Small Cap Growth Fund | — | 57,935 | $300,683 | 3.63% | Long | 2026-05-31 | |
| VANGUARD U.S. MULTIFACTOR ETF | — | 57,243 | $297,091 | 0.05% | Long | 2026-05-31 | |
| iShares Core S&P Total U.S. Stock Market ETF | — | 44,653 | $280,421 | 0.00% | Long | 2026-03-31 | |
| iShares Micro-Cap ETF | — | 39,752 | $249,643 | 0.02% | Long | 2026-03-31 | |
| Schwab Small-Cap Index Fund | — | 34,448 | $214,611 | 0.00% | Long | 2026-04-30 | |
| SMALL COMPANY GROWTH PORTFOLIO | — | 33,371 | $209,570 | 0.02% | Long | 2026-03-31 | |
| U.S. Targeted Value Portfolio | — | 31,774 | $197,952 | 0.00% | Long | 2026-04-30 | |
| Schwab Small-Cap Equity Fund | — | 29,611 | $184,477 | 0.03% | Long | 2026-04-30 | |
| Master Small Cap Index Series | — | 28,162 | $176,857 | 0.00% | Long | 2026-03-31 | |
| EQ/Small Company Index Portfolio | — | 27,900 | $175,212 | 0.01% | Long | 2026-03-31 | |
| U.S. CORE EQUITY 2 PORTFOLIO | — | 26,892 | $167,537 | 0.00% | Long | 2026-04-30 | |
| U.S. MICRO CAP PORTFOLIO | — | 24,333 | $151,595 | 0.00% | Long | 2026-04-30 | |
| Fidelity Total Market Index Fund | — | 29,071 | $150,878 | 0.00% | Long | 2026-05-31 | |
| Venerable US Small Cap Fund | — | 22,771 | $143,002 | 0.10% | Long | 2026-03-31 | |
| Goldman Sachs Small Cap Growth Insights Fund | — | 21,248 | $132,375 | 0.05% | Long | 2026-04-30 | |
| Fidelity Series Total Market Index Fund | — | 25,018 | $129,843 | 0.00% | Long | 2026-05-31 | |
| EQ/2000 Managed Volatility Portfolio | — | 17,604 | $110,553 | 0.00% | Long | 2026-03-31 | |
| U.S. SMALL CAP PORTFOLIO | — | 17,482 | $108,913 | 0.00% | Long | 2026-04-30 | |
| Nuveen Small Cap Blend Index Fund | — | 16,577 | $103,275 | 0.00% | Long | 2026-04-30 | |
| NORTH SQUARE KENNEDY MICROCAP FUND | — | 18,177 | $94,339 | 0.29% | Long | 2026-05-31 | |
| Perkins Discovery Fund | — | 14,000 | $87,920 | 1.52% | Long | 2026-03-31 | |
| Goldman Sachs Small Cap Equity Insights Fund | — | 13,697 | $85,332 | 0.01% | Long | 2026-04-30 | |
| WisdomTree U.S. SmallCap Fund | — | 13,535 | $85,000 | 0.01% | Long | 2026-03-31 | |
| AST PGIM Aggressive Multi-Asset Portfolio | — | 12,700 | $79,756 | 0.00% | Long | 2026-03-31 | |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND | — | 15,116 | $78,452 | 0.00% | Long | 2026-05-31 | |
| Nuveen Equity Index Fund | — | 12,532 | $78,074 | 0.00% | Long | 2026-04-30 | |
| Fidelity Small Cap Growth Index Fund | — | 12,023 | $75,504 | 0.01% | Long | 2026-03-31 | |
| LVIP SSGA Small-Cap Index Fund | — | 11,100 | $69,708 | 0.00% | Long | 2026-03-31 | |
| EQ/AB Small Cap Growth Portfolio | — | 11,000 | $69,080 | 0.00% | Long | 2026-03-31 | |
| Small Cap Core Fund | — | 10,304 | $64,709 | 0.02% | Long | 2026-03-31 |
Showing 1–50 of 136 positions
Key facts
CIK
1448431
CUSIP
68401U204
13F (30d)
19 filings
19 filers
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